SemiAnalysis is an independent research and analysis firm founded in 2020, specializing in the semiconductor and AI infrastructure sectors. The firm connects technical details to business implications, serving a global clientele. Its team comprises more than 20 analysts and engineers.
The company produces industry-shaping analysis through several products. These include research publications for a subscriber base of over 200,000, industry models such as those for accelerator shipments and datacenter demand forecasting, and consulting and technical due diligence services for clients including investment funds, venture capital firms, and government agencies.
SemiAnalysis's analytical coverage spans semiconductor fabrication processes, semiconductor equipment, AI models, software, and datacenter infrastructure. The firm's work positions it as a recognized authority within the semiconductor and AI industries, with its analysts attending over 40 conferences annually to engage with the ecosystem.
